30

Oct

Are you tired of all of the political ads? Learn the lessons for your practice instead….

As I sit here, inundated with political ads. I remember several months ago recommending to all of my clients to give some money to both the Biden and the Trump campaigns. As of October 22nd, the Biden campaign had raised $1.51 Billion, and the Trump campaign $1.57 Billion. I read somewhere that total political advertising during the […]

So many options for financial advisors to advertise.

29

Oct

Does Financial Advisor Advertising Work?

As the financial advisor industry’s ‘marketing guru,‘ I want to give you two accurate bits of advice regarding advertising. Practical Advertising Advice for the Financial Advisor First, given the choice of a subscription to a service, between one which didn’t cost anything and one which cost $500, $750, or $1,000, I will most often take the free[…]

16

Sep

Maximizing Referrals: Simplify it!

Now, it’s common to hear that we are living in unprecedented or extraordinary times. In reality, it’s not all that uncommon for some large scale event to impact the markets. The obvious line of thinking is that it’s not realistic to find new clients in a down market. In this case, the obvious is incorrect. It is[…]